CPE + Events Catalog
2026-27 OSCPA-Select™ CPE - 2 catalog options:
Browse CPE by Field of Study, and use the Format/Type filter to narrow by In-Person, Webcast, Bundles or On-Demand.
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AI Prompt Engineering Masterclass for Accountants (2 hours)
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Online
2.0 Credits
Member Price: $89
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An advanced guide to prompting techniques that maximize AI efficiency and precision in everyday business research, operational due diligence and accounting tasks. Designed for accountants with no prior AI knowledge, the session explores how simple language and strategic prompting can unlock powerful, layered responses from large language models (LLMs). Participants will learn to overcome the "lazy" defaults of AI, using specific techniques to enhance detail, accuracy, and contextual understanding in their queries. By understanding prompt engineering's role, attendees will discover how to guide AI to provide practical, relevant, and analytical insights suited to complex financial scenarios, without needing extensive technical expertise. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Corporate Finance Technology Selection: Practical Frameworks (1 hour)
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Online
1.0 Credits
Member Price: $55
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Finance technology decisions (ERP, FP&A, AP/expense automation, close/consolidation, bank integrations, and AI-enabled tools) can dramatically improve close speed, forecasting, and control execution-but vendor demos and "AI" marketing often hide integration complexity, data readiness gaps, governance risk, and long-term total cost. This course provides a practical, vendor-neutral approach for CPAs and finance leaders to evaluate and implement corporate finance technology with an audit-ready mindset. Participants learn how to cut through AI claims using an AI capability framework, apply a weighted vendor evaluation scorecard focused on controls and assurance, build a five-year total cost model that captures hidden and ongoing costs, and follow an implementation roadmap with checkpoints and red flags to reduce failure risk and improve ROI realization. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Analyzing Financial Statements (2 hours)
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Online
2.0 Credits
Member Price: $89
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This course provides tools and insights into financial statement analysis - both quantitative and qualitative. We'll look not only at the three main financial statements but also dive into the MD&A and footnotes. We'll also discuss the affect of industry nuances on comparability of different analysis tools. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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The Many Faces of Fraud (2 hours)
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Online
2.0 Credits
Member Price: $89
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What does fraud look like? It depends. What may appear to be an indicator of fraud in one client’s operation could be normal in another, making it critical to understand your client and the transactions you expect to see. Look for what should be present but isn’t—and for what is present but shouldn’t be. This course emphasizes the importance of professional skepticism, which has no on/off switch—it must be applied continuously. As auditors, our role is to independently verify, yet too often we rely on client representations without sufficient validation, increasing the risk of missing fraud. Many auditors recognize, in hindsight, that they have encountered fraud indicators but failed to identify them at the time. This session will provide you with the tools to recognize those indicators and strengthen your ability to detect fraud—so you are better prepared for what you may find. YELLOW BOOK: Qualifies for Yellow Book CPE based on your unique audited entity.
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Building Personal Leadership Skills (4 hours) [NT]
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Online
4.0 Credits
Member Price: $149
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People skills are the most significant skills that professionals need to develop and yet are often the last skills perfected. This course will help participants understand personality types and the successful interactions with clients, peers and family. In addition, participants will learn Neuro-linguistic programming and develop the ability to better understand nonverbal language, which is key to communication. Participants will also learn techniques to enhance memory and to improve the ability to recall key facts.
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World-Class Cost Accounting: A Practical Application Part 1 (4 hours)
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Online
4.0 Credits
Member Price: $149
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Gain an invaluable skill set to advance your career by learning how to design and apply a comprehensive cost accounting system modeled on a real company. This course shows you how to precisely identify all direct and indirect manufacturing costs for each product, link direct costs to their base drivers, and recognize fluctuating variable and semi-fixed costs that are actually direct in nature. You’ll also learn how to trace certain fixed costs to products, distinguish which fixed costs are directly assignable, and apply budgeting techniques to establish accurate standard costs. It's highly recommended to take Part 1 before Part 2 as several foundational principles in Part 1 carry forward throughout Part 2.
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S Corporation (Form 1120S) – Formation to Liquidation
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Online
8.0 Credits
Member Price: $300
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With the increasing complexity and ever-changing nature of tax laws and issues, today’s accountant needs a S corporation course focusing on the birth, growth, maturity, and death of a closely held S corporation. This case driven course will deal with S corporation income tax laws from formation to liquidation. *Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to terri.storer@acpen.com
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Ethics: Giving Thanks - How to Master the Art of Gratitude (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
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How grateful are you? In this critically important webinar, we will explore exactly what gratitude is and why it is a crucial component of your work as a CPA. Even if you believe you're already a deeply grateful person, you'll still learn some new strategies for expressing gratitude effectively. Forbes Contributor Bruce Weinstein, The Ethics Guy, will show you how to use LinkedIn in a novel way to say "thank you." You'll also find better and worse ways of letting clients, team members, family members and friends know that you care about them. You'll understand why gratitude is a matter of ethics and not merely etiquette. Finally, you'll discover how to use questions about gratitude in job interviews and performance reviews. Why not hire and promote people who are not only knowledgeable and skilled but also grateful? You will be thankful for having taken this valuable webinar! This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Construction Contractors: Non-Revenue and Non-Lease Accounting Considerations (4 hours)
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Online
4.0 Credits
Member Price: $139
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Construction accounting fundamentals The construction industry stands out in its need to adhere to diverse accounting standards. Essential knowledge and key issues influencing the field are explored as you learn about the overall construction process through the following topics: Industry players Preparing cost estimates and bids Project management Contracts and modifications Unique accounting issues for contractors Various contractor expenses that affect job profitability need to be identified and examined to ensure accurate accounting of a company's total spending and performance. You'll review this concept and other characteristics unique to contractors as you gather critical information and learn the implications for CPAs. Relevant topics include: Contractor financial statements Common disclosures Supplementary information Working with a suretySurety is an integral part of the construction process. You'll take a detailed look at the benchmarks a surety might analyze in a contractor's financial statements as well as the following topics: Types of surety bonds The surety process Surety underwriting considerations Warning signs for the surety
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Don't Be Spooked: Mastering Conflict Resolution (1 hour) [NT]
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Online
1.0 Credits
Member Price: $39
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In an age where our workplaces have seen a rise in incivility and we are dealing with rising conflict, it's important for HR professionals to know when to recognize conflict before it explodes and how to resolve it moving forward. This presentation will address the root causes of conflict in the workplace, how to spot it, and how best to address it in a way that keeps your workplace a place where employees want to be.
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Beyond the Basics: Financial Ratios You Might Be Overlooking (1 hour)
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Online
1.0 Credits
Member Price: $55
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Overview: Understanding your company's financial health requires more than just traditional metrics. This webinar is designed to reveal deeper insights through advanced, underutilized financial ratios. In this session, accounting and finance professionals will explore metrics such as operating leverage, free cash flow yield, and margin of safety-tools that go beyond standard ratios to deliver nuanced perspectives on profitability, risk exposure, and operational efficiency. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Upholding Independence While Holding Your Client's Hand (2 hours)
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Online
2.0 Credits
Member Price: $89
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Many entities look to their CPA as a trusted advisor when tackling complex accounting topics. This is more relevant now than ever. The FASB's big three accounting pronouncements involving revenue recognition, leasing and credit losses have placed a magnifying glass on this reality. Practitioners need to exercise caution to ensure they maintain independence as they assist their review and audit clients with such matters, as well as with compilation engagements. This course addresses these issues and explores best practices and guidance provided by the AICPA's Code of Professional Conduct.
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Becoming a Fractional CFO: What to Do and How? (2 hours)
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Online
2.0 Credits
Member Price: $89
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Are you considering becoming a fractional CFO, or possibly a public CPA firm or consulting practice that wants to offer fractional CFO services or advisory services? Either way, do you truly know what to do and how? Are you aware of the many pitfalls? Becoming a successful fractional CFO is complicated and it is not a trivial career change! Review the lessons learned from experienced fractional CFOs on how to enter, engage and run a thriving fractional CFO practice. Whether you are in public practice, a consultant, or in industry - be prepared for this as a possibility. Many fractional CFOs do not execute their practice as they could, and that is why they are not very successful. This discussion includes over fifty (50) recommendations to strengthen your fractional CFO practice. What do clients typically need? Are you better as a solo practitioner or should you join a firm? How to manage the relationship(s)? Every effective organizations make plans and if you want a winning fractional CFO business, come join us and learn how. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Form 709 Guidance: Gift Tax and Generation-Skipping Transfer Returns 26-27 (2 hours)
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Online
2.0 Credits
Member Price: $99
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Form 709 is filed by many tax practitioners but are frequently filed incorrectly. Especially troublesome is reporting the gift correctly on Schedule A, making the correct GST allocations and meeting the adequate disclosure requirements. This program will review common problems for preparers and provide examples of presentations for many of the frequently reported gifts in recent years.
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Surgent's Getting Ready for Busy Season: Review Individual Tax Form Changes (2 hours)
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Online
2.0 Credits
Member Price: $99
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Getting ready for busy season involves not only knowing the tax rules for 2026 but also knowing how those rules are incorporated into the IRS tax forms practitioners will be using to prepare 2026 tax returns. This course provides preparer attendees with an up-to-date review of important new tax forms, key tax developments, and tax law changes as they are reflected in IRS forms for 2026 and IRS filing issues and deadlines as they relate to 2026.
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Surgent's Critical Issues Involving Taxation of Construction Contractors (4 hours)
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Online
4.0 Credits
Member Price: $159
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Many consider taxation of construction contractors to be the most complex area of the Internal Revenue Code. This industry is subject to many elections and considerations to reduce or defer amounts owed. In this course, we will highlight these areas and discuss potential opportunities for practitioners and their clients. We will also discuss the impact of recent legislation on construction taxation, including changes to net operating losses and the AMT rules. This is a critical presentation tailored for CPAs who work for or represent construction contractors.
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Comprehensive Accounting and Financial Reporting Update (4 hours)
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Online
4.0 Credits
Member Price: $149
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This course covers recently issued accounting and financial statement reporting standards from the Financial Accounting Standards Board. Key implementation challenges and experiences from public company filings will be identified. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Building a Roadmap to Your AI-Enabled Finance Function (1.5 hours)
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Online
1.5 Credits
Member Price: $69
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Many finance leaders are aware of the disruptive potential of AI and emerging technologies, but knowing how to take the first step can be a challenge. This highly practical session is designed to bridge that gap. You'll define a clear vision for your finance function, assess current capabilities, uncover key transformation opportunities, and build a tailored, actionable roadmap to drive meaningful progress within your organization.
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A Working Parent's Guide to Prioritizing Mental Wellness (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
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Balancing the demands of a career and family life is a challenge faced by many working parents. The pressure to excel at work while being fully present at home can leave little room for self-care, often leading to burnout and mental fatigue. This course is designed to address these challenges head-on by providing actionable strategies to prioritize your mental health and overall well-being. The course emphasizes practical, easy-to-implement techniques tailored for busy working parents. From setting boundaries to prioritizing sleep and physical activity, you'll learn how to create sustainable habits that enhance your well-being. You'll also explore how to recognize the signs that additional support -whether from friends, family, therapy, or other resources- is necessary, and how to seek help without guilt or hesitation. Ultimately, this course will help you regain a sense of balance and control in your life by equipping you with tools to manage stress, build resilience, and rediscover joy in both your professional and personal roles. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Surgent's Four Tiers of Loss Limitations: A Guide to the Rules for Pass-Through Entities (4 hours)
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Online
4.0 Credits
Member Price: $159
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Owners of S corporations and partnerships are subject to numerous limitations on pass-through losses, each with unique rules, applications, and complexities. With the increase in popularity of pass-through business entities, it is essential for CPAs to understand the complexities and interactions of these pass-through loss limitations.